Using IQ Search

Revision as of 22:42, 7 April 2021

IQ Search

Overview

IQ Search is used to find People from a HR and Recruitment perspective. Search results can be found from any fields or documents in the system. The IQ search can load default values to search from a Vacancy or Talent Cube.

Open an existing IQ Search

If you have already created an IQ search use these steps to re-open it.

1. After Logging into Subscribe-HR, select Tools and then select IQ Search.
2. Use the Search Field if Required to filter searches by Name.
3. Select ID AND/OR IQ Search Name to sort the existing searches.
4. Select an IQ Search from the list.

Create an IQ Search

To start a new search follow the below steps.

1. After Logging into Subscribe-HR, select Tools and then select IQ Search.
2. Select the Add new record Button.
3. Select the Save button with the Green plus + symbol.
4. View a dialog box pop-up.
5. Type a Name for the IQ Search.
6. Select Ok to Save the Search.
7. Select Cancel to Abort the Save.

Copy Criterias from Vacancy

You can default the values in an IQ search from an Active Vacancy, to make it easier to setup Search fields. Current Vacancies are a good starting point for searching as these are the parameters that have been used to define the requirements for your existing roles.

1. After Logging into Subscribe-HR, select Toolsand then select IQ Search.
2. Select the IQ Search of interest or create a new search. See Create an IQ Search if required.
3. Select the Copy Criterias from Vacancy link.
4. Select the Vacancy of interest, only active vacancies will show.
5. Select Remove buttons to drop any search fields that are not required.
6. Select Add to put extra search on.
7. Select Save to hold the search fields.
8. Select Run to activate the Search.

Copy Criterias from Talent Cube

You can default the values in an IQ search from a Talent Cube Definition, to make it easier to setup an IQ Search.

1. After Logging into Subscribe-HR, select Toolsand then select IQ Search.
2. Select the IQ Searchof interest or create a new search. See Create an IQ Search if required.
3. Select the Copy Criterias from Talent Cube link.
4. View a pop-up Copy from vacancies.
5. Select the Talent Cube of interest.
6. Select Remove buttons to drop any search fields that are not required.
7. Select Add to put extra search fields on.
8. Select Save to hold the search fields.
9. Select Run to activate the Search.

Copy to Talent Cube Action

This action allows the applicants of interest to be copied from the IQ Search to a Talent Cube.

1. After Logging into Subscribe-HR, select Tools and then select IQ Search.
2. Select the IQ Searchof interest or create a new search. See Create an IQ Search if required.
3. Select the applicant(s) of interest. Use the Select All icon if required.
4. Select the Actions Drop Down, above the Name Field.
5. Select Copy to Talent Cube action.
6. View the Pop-up Copy to Talent Cube.
7. Select the Talent Cube of interest in the Drop Down.
8. Select Okto perform the copy.

Legend Explained

There are three types of People records that can be searched with IQ Search.

1. Applicant: These records are displayed with a green colour.
2. Employee: These records are displayed with a blue colour.
3. Job Alert: These records are displayed with a pink colour.